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OARSMAN CAPITAL, INC.: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OARSMAN CAPITAL, INC. on VTV, newest first. How the timeline and the estimate are built.

OARSMAN CAPITAL, INC. held 345,705 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 345,705 shares
    Change vs previous 13F +31,432 shares

    7.97% of the 13F portfolio, value $75,339,521.

    13F-HR 0001569667-26-000003 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 314,273 shares
    Change vs previous 13F +37,778 shares

    7.66% of the 13F portfolio, value $61,660,379.

    13F-HR 0001569667-26-000002 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 276,495 shares
    Change vs previous 13F +16,649 shares

    6.86% of the 13F portfolio, value $52,807,734.

    13F-HR 0001569667-26-000001 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 259,846 shares
    Change vs previous 13F +6,633 shares

    6.8% of the 13F portfolio, value $48,458,742.

    13F-HR 0001569667-25-000013 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 253,213 shares
    Change vs previous 13F +15,369 shares

    7.02% of the 13F portfolio, value $44,752,905.

    13F-HR 0001569667-25-000003 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 237,844 shares
    Change vs previous 13F +33,394 shares

    7.38% of the 13F portfolio, value $41,085,211.

    13F-HR 0001569667-25-000002 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 204,450 shares
    Change vs previous 13F +44,892 shares

    6.04% of the 13F portfolio, value $34,613,323.

    13F-HR 0001569667-25-000001 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 159,558 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $27,854,097.

    13F-HR 0001569667-24-000005 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).